Grade Level/Salary Range: 20 - Exempt - (Min: $72776 Max: $111323)
Hours / Schedule: 8:00 AM -- 5:00 PM
Description: Consults with Private Client Advisors in developing cutting edge trust issues and implementation plans. Serves as a primary resource to Private Client Advisory teams in delivering highest quality services to clients regarding trust administration matters. Participates in sales effort with Private Client Advisors when expert discovers a product need for client. In conjunction with Private Client Advisors, prepares trust administration presentation books based upon client preference. Serves as training resource to Administrative Assistants for both Private Client Advisors. May have highly complex nationally direct external and internal client contacts at all levels.
Job Requirements : Bachelor's degree or equivalent training and/or work experience. CTFA or CFP required. Ten years of technical trust, planning experience, investment knowledge equivalent to IAI required.
This position requires that the incumbent be highly skilled in Microsoft Office (Word, Excel, Outlook, etc) and able to rapidly learn new software applications.
Accepting Resumes Between: 03/02/05
Requisition Number: 938
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